Provident CRM

Provident CRM Provident CRM is a technology-neutral consultancy, specialising in customer relationship management,

We deliver cross-functional CRM implementations across Sales, Marketing, and Service departments, custom system integrations, and BPM services. Our team of experts provide comprehensive training and continuous account management for long-term customer success. We have helped hundreds of organisations across Europe deploy CRM systems, assisting in change management and user adoption.

From laptops to rolling pins... 🍝Yesterday’s Dough It Yourself event at the The Jamie Oliver Cookery School was a fantas...
23/10/2026

From laptops to rolling pins... 🍝

Yesterday’s Dough It Yourself event at the The Jamie Oliver Cookery School was a fantastic way to spend a Thursday morning! Big thanks to SugarAI and Paul Corio for making the trip – and to our fab team members Emma and Kelly for hosting!

Above all, thank you to our customers for coming along, taking part, sharing your stories, and continuing to make our jobs both fun and rewarding.

Doing something different seems to make ideas stick, and learning a new skill together turned out to be the perfect setting for trading use cases and talking shop about SugarAI. Somewhere between rolling the dough and filling the ravioli, we all came away with new ideas to take back to our teams. The best ideas often come from the people using the platform every day, and yesterday was a great reminder of that.

Huge thanks to the Cookery School team for a brilliant experience. We’re taking our new ravioli-making skills home, and dinner is about to get a lot more interesting. 😄 See you at the next one!

This week, our team spent an afternoon at Dogpatch Labs for a LinkedIn training session with Niraj Kapur, joined by a gr...
23/10/2026

This week, our team spent an afternoon at Dogpatch Labs for a LinkedIn training session with Niraj Kapur, joined by a group of customers and friends of Provident, and we’re so grateful to everyone who took part.

Niraj’s session got us thinking about how we want to show up on LinkedIn, both as a company and as individuals, and the conversation in the room, with so many questions and ideas shared between us, made it all the more valuable. We left with practical action points that we can start applying straight away.

A special thank you to everyone who showed up to spend the afternoon with us, and to Niraj for challenging us to think differently about how we show up.

LinkedIn is constantly changing, so keeping ahead of the curve matters, and we’re always looking for ways to invest in our people so they have the skills and confidence to do exactly that. We’re looking forward to the follow-up sessions with Niraj in the coming weeks and to putting what we’ve learned into practice!

Provident CRM and SugarAI are officially in the house! In Jamie Oliver’s kitchen, to be exact. 🍝Our Dough It Yourself ev...
22/10/2026

Provident CRM and SugarAI are officially in the house! In Jamie Oliver’s kitchen, to be exact. 🍝

Our Dough It Yourself event is happening at the The Jamie Oliver Cookery School in London today, and the setup is incredible. Emma and Kelly are here representing the team alongside Paul Corio from SugarAI – and the aprons are on! What a treat to have our customers with us in a setting that’s a little different from the usual meeting room.

Today’s agenda: making pasta from scratch, trading stories and use cases, and talking SugarAI over a plate of ravioli.

Thank you to the Cookery School team for having us. Stay tuned for the full recap tomorrow. 👀

Your monday.com setup was right when you built it. But is it still right for your business today?As your business grows,...
22/10/2026

Your monday.com setup was right when you built it. But is it still right for your business today?

As your business grows, teams change, boards multiply, workarounds creep in and monday.com itself evolves. Before long, the system that was meant to make work easier can start creating friction.

This is platform drift, and it’s often happening long before anyone flags a problem.

The key is to stop treating your monday.com setup as a one-off project. Regular reviews of your boards, automations, dashboards, permissions and AI features can help ensure your platform keeps pace with your business.

Because there’s a difference between a system that works okay and one that delivers real business value.

👉 Read our full blog to discover the signs your setup may have drifted, what to look out for, and how to get it back on track: https://hubs.li/Q04zTKPQ0

What a way to wrap up our Q4 QBR in Lisbon 🇵🇹⛵After months of organising, two days of manager meetings, an executive se...
21/10/2026

What a way to wrap up our Q4 QBR in Lisbon 🇵🇹⛵

After months of organising, two days of manager meetings, an executive session, and plenty of time spent talking business, the last thing we did together on the trip was head out on the Tagus for a boat trip. It was our chance to finally let loose a bit and celebrate everything it took to get the whole team there in the first place.

Sailing under the 25 de Abril Bridge was a definite highlight, and the views of the city from the water were just as beautiful. Taking it all in together felt like the perfect way to end a trip that was all about coming together as a team.

We came for the QBR and we’re leaving with some great memories, and we can’t think of a better way to have said goodbye to Lisbon.


The tricky part about slow B2B churn/erosion is that it doesn't show up in a monthly report until it's already happened....
21/10/2026

The tricky part about slow B2B churn/erosion is that it doesn't show up in a monthly report until it's already happened.

By the time margin decline or a dropped product line is visible in the numbers a manager typically reviews, the shift already took place weeks or months earlier. The data existed the whole time, it just wasn't in front of anyone in time to act on it.

The fix isn't asking reps to dig through reports they don't have time to read. It's connecting the ERP data that already tracks this to the CRM, so the signal reaches someone before the relationship fully fades, not after.

Full breakdown here: https://bit.ly/477RfMo

Your monday.com worked fine when you built it.But now maybe some time has passed, your team has grown, new departments h...
21/10/2026

Your monday.com worked fine when you built it.

But now maybe some time has passed, your team has grown, new departments have joined, and your account hasn't kept up.

Do you have...

→ 30 boards where 12 would do?
→ A manual step everyone follows and nobody can explain?
→ People jumping between boards instead of using saved views?
→ Monthly exports to update Xero or Jira?

Spotted two or more? That's normal for a growing business, but we explain what causes this drift and why/how you should fix it here: https://bit.ly/4zk2LQP

Lisbon looks good on us, but we didn't come all this way just for the views.Last week, the Provident CRM team swapped th...
20/10/2026

Lisbon looks good on us, but we didn't come all this way just for the views.

Last week, the Provident CRM team swapped the usual meeting room for a view of the Tagus. We've looked back at what the quarter delivered, shared what's working (and what isn't), and set our priorities for the months ahead.

The best part of a QBR is hearing from every corner of the business in one room. Sales, marketing, customer success, delivery, and leadership each brought their own view of where our clients need us most, and those conversations shape the service we bring to every project.

Stepping away from the usual routine has given us the space to think bigger, ask better questions and come back with a clear plan for the quarter ahead.

Because the more aligned we are as a team, the better we can show up for the people we work with.

Now to head into Q4 with a fresh perspective and plenty of energy! 🙌🏻 ☀️

Seats are filling up for "Dough It Yourself" – our hands-on ravioli masterclass for SugarAI users, 22 October in London!...
20/10/2026

Seats are filling up for "Dough It Yourself" – our hands-on ravioli masterclass for SugarAI users, 22 October in London!

If you've got questions about getting the most out of SugarAI, want a few tips from other users on how they've set up the platform, and want to walk away with new ways to put it to work for your team – this one's for you.

📅 Thursday 22 October, 10:15am–1:15pm
📍 Jamie Oliver Cookery School, Oxford Street, London
🍝 A hands-on ravioli masterclass and networking with with fellow users and the Provident CRM & SugarAI teams over lunch

We'd love to see you there! Register here: https://hubs.li/Q04B6FQl0

Getting a whole company to another country for two days is no easy feat. It's taken months of coordinating diaries and d...
19/10/2026

Getting a whole company to another country for two days is no easy feat. It's taken months of coordinating diaries and details, all while making sure our clients were looked after the whole way through.

It works because we're a small team that knows how to pull in the same direction, and now it's finally happening! 🇵🇹

This trip was a real treat, but it's also been two days of QBR sessions to look back on the quarter, plan what's next, and work out how to raise the bar for everyone we work with.

Well done, team!

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Dublin
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